CFA

Cahill Financial Advisors Portfolio holdings

AUM $806M
1-Year Est. Return 12.74%
This Quarter Est. Return
1 Year Est. Return
+12.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.34M
3
+$2.33M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.32M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.26M

Top Sells

1
+$4.1M
2
+$1.86M
3
+$1.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$657K
5
AAPL icon
Apple
AAPL
+$632K

Sector Composition

1 Technology 4.12%
2 Financials 3.37%
3 Consumer Discretionary 1.54%
4 Industrials 1.3%
5 Energy 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-894
852
– –
-2,700
853
– –
-3,549
854
– –
-3,088
855
– –
-19
856
– –
-520
857
– –
-2,285
858
– –
-1,820
859
– –
-2,341
860
– –
-126
861
– –
-1,150
862
– –
-163
863
– –
-1,072
864
– –
-184
865
– –
-1,684
866
– –
-79
867
– –
-75
868
– –
-500
869
– –
-35
870
– –
-107
871
– –
-500
872
– –
-638
873
– –
-31
874
– –
-63
875
– –
-204
32 33 34
35
36